I was trying to create a widget that showed members of a certain expiration date period and their current status (essentially a where are they now). My goal is to show if we are reacquiring members, if they are still lapsed, or if they are going inactive.
However, when I did this, the Current Status from the Membership Details table returned what I can only assume is the status of the membership being pulled by the Expiration Date:Date filter.
Any idea why it is doing this and not pulling the constituents actual current status like it pulls Current Membership Level (it does so in this widget)
Below is a screenshot, and I'm willing to send a .dash.
Hi Megan,
The Current Status is listed in Help as the Current Status value for a membership record. This field lives in the MEMBERSHIP DETAILS dimension (collection of fields). So, the memberships in the dashboard as defined by your dashboard filter. For the constituents associated with those memberships, to get their current as members, I would use that Current Membership Level field from the CONSTITUENTS dimension as an indication of whether or not the constituents are or are not currently a member (where (none) implies that their level is no longer current).
(none)
If you truly need a constituent level status of their status as a member, then I recommend either configuring the Is Member constituent element to return that status, or use one of the Custom Category fields to do so: TX_ANALYTICS_DIVISION_ELEMENT.
Example:
data_select = MAX(s.description)data_from = dbo.V_CUSTOMER_WITH_PRIMARY_AFFILIATES q join dbo.VXS_CUST_MEMBERSHIP m on m.customer_no=q.expanded_customer_no join dbo.TR_CURRENT_STATUS s on m.current_status=s.iddata_where = m.cur_record='Y'null_value = (none)